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EthanPollardFamily3

ETHAN POLLARD

VP OF PORTFOLIO MANAGEMENT

FAVORITE QUOTE:

"A big part of financial freedom is having your heart and mind free from worry about the what-ifs of life."

Suze Orman

ABOUT

Ethan serves as Vice President of Portfolio Management with Archetype Wealth Partners. He has worked in the financial services industry since 2012, where he started with Morgan Stanley as a Financial Advisor and earned the designation of Financial Planning Specialist.

Ethan handles many of the research, trading and financial planning responsibilities– including the development of our economic and portfolio risk sensitivity models. Ethan graduated from Duke University in 2012, with a Bachelor of Science degree in Mathematics and a minor in Religion. He is enrolled in the Chartered Financial Analyst (CFA) Program in order to enhance his portfolio management skills, and is a 2021 Level III candidate.

Originally from Houston, Ethan currently resides in Chapel Hill, North Carolina with his wife, Katie, who is a resident in the Department of Psychiatry at the University of North Carolina, and their son, Simon. In their admittedly limited free time, Ethan and Katie enjoy exploring the great outdoors with their beloved dog and being involved in their community.

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